5 reasons to be optimistic in 2021


1. More automated production lines
 The  disruption in international supply chains last year forced companies to rethink their international manufacturing processes and the purchasing of important components. While supply chain restructuring will take time, we believe it could result in additional investments in the US and Europe. In addition, the cost benefits of outsourcing to emerging markets decrease every year. Additional investments in on-site production facilities will more frequently flow into robotics and automation, which we believe will benefit this topic. ”

2. Investments to support e-commerce
“Online trading volumes increased significantly during the lockdowns. Companies with a strong internet presence have benefited from this, while companies that are not that far advanced in terms of digitization have suffered. Part of this current shift to e-commerce is temporary, but we believe that some buying habits will change permanently. We expect high investments in logistics and fulfillment centers to promote online business because many companies still have some catching up to do here. This increase in investments should benefit numerous automation suppliers (such as robotics suppliers, sensor manufacturers or image processing specialists). “

3. Rapid spread of e-mobility
“Consumer interest in electric vehicles is starting to increase noticeably. Prices are falling, battery technology is getting better, and green mobility solutions are taking center stage. What is less well known, however, is that large investments are required to manufacture these new electric cars and their batteries. It is important that investments are currently being considered that affect vehicles that will only be produced in 12 to 24 months. © www.de24.news

 The  automotive sector makes the greatest use of automation. © www.de24.news

 The refore, the prospects for relevant suppliers, for example of industrial robots, laser technology and image processing systems, should improve. ”

4. New opportunities through 5G
“More and more 5G-capable mobile phones are coming onto the market worldwide. This benefits providers of automation components that are required for their production and manufacturers of semiconductors that are built into 5G devices. Consumer electronics producers are the second largest consumer of industrial robots alongside automobile manufacturers. In the future, the widespread use of 5G connectivity and communication will improve, which we believe will drive the development of smart and automated factories and Internet-enabled vehicles. ”

5. New markets for robots
“Thanks to innovations, robotics and automation are being used in more and more countries and industries. © www.de24.news

 The se include food processing (less risk of contamination, better quality control and less waste) and healthcare with digital medical care and robot-assisted operating rooms. So far, operations around the world are still relatively rarely performed by robots, most of them in the USA. We therefore expect this technology to become more widespread all over the world in the next few years. ”

Tom Riley, Robotech Strategy Portfolio Manager at AXA Investment Managers

Past performance results do not allow any conclusions to be drawn about the future development of an investment fund or security. © www.de24.news

 The  value and yield of an investment in funds or securities can go down as well as up. Investors may only get paid less than the invested capital. Currency fluctuations may affect the investment. Please note the regulations for advertising and offering units in InvFG 2011 §128 ff. © www.de24.news

 The  information on www.e-fundresearch.com does not represent recommendations for buying, selling or holding securities, funds or other assets. © www.de24.news

 The  information on the e-fundresearch.com AG website has been carefully prepared. Nevertheless, there may be inadvertently erroneous representations. Liability or guarantee for the topicality, correctness and completeness of the information provided can therefore not be assumed. © www.de24.news

 The  same applies to all other websites to which reference is made via hyperlinks. E-fundresearch.com AG rejects any liability for direct, concrete or other damage that may arise in connection with the offered or other available information. © www.de24.news

 The  NewsCenter is a paid special form of advertising by e-fundresearch.com AG for asset management companies. Copyright and sole responsibility for content lies with the asset management company as the user of the NewsCenter special advertising format. All newscenter notifications are press releases or marketing communications.

[ source link ]

reasons optimistic


Please enter your comment!
Please enter your name here